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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,968 | $183,592-71.7% | $155,567-66.6% | $145,959-64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 50.67% | 61.24%-10.6pp | 64.74%-14.1pp | 561.95%-511.3pp |
| Employer contribution / active EE | $19,295 | $5,315+263.1% | $4,674+312.8% | $4,661+314.0% |
| Participant deferral / active EE | $6,936 | $6,464+7.3% | $5,628+23.2% | $6,689+3.7% |
| Admin fee / account holder | $683 | $19,318-96.5% | $15,916-95.7% | $13,398-94.9% |